Portland Financial Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Portland Financial Advisors’s Portfolio CLIP Stock Details CLIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Buy	3,890 +508	+15%	+$50.9K	0.71%	49
2026 Q1	$339K	Buy	3,382 +184	+6%	+$18.4K	0.71%	50
2025 Q4	$320K	Buy	3,198 +647	+25%	+$64.9K	0.68%	50
2025 Q3	$256K	Buy	+2,551	New	+$256K	0.55%	62

Other funds holding CLIP

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

RHL Group Holly, Michigan $120M AUM

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Portland Financial Advisors's CLIP Position: Q2 2026 in Review

Portland Financial Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 15% in Q2 2026, buying an estimated $50.9K and bringing the position to 3,890 shares worth $390K. The position accounts for 0.71% of the portfolio, ranked #49.

Portland Financial Advisors first reported a position in CLIP in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Portland Financial Advisors held 3,890 shares of Global X 1-3 Month T-Bill ETF worth $390K as of Q2 2026.
Portland Financial Advisors bought 508 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $50.9K.
Global X 1-3 Month T-Bill ETF made up 0.71% of Portland Financial Advisors's portfolio in Q2 2026, its #49 holding.
Portland Financial Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.